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Retirement Planning

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Your retirement will be one of the biggest lifestyle changes that you will ever face. Whether you are in the process of planning for it, or it is imminent, we provide you with the tools needed to look forward to the next chapter of your life.

We will provide you with the information and support you need to confidently make the important decisions ahead. Financial security in retirement is one of the most pressing concerns for many of us, however by working with LEBC you can ease this worry and focus on your future.

Your Journey Into Retirement

People retiring often spend more time planning their next holiday than their long-term finances. This might be because there are various things to consider which can seem daunting.

Key considerations can include making the best short-term use of any lump sum payment and maximising your income in the long-term, dealing with your pension provider, mastering the State Benefits system and understanding taxation.

Also, as we are living longer than ever you need to ensure that the money you have now lasts through your entire retirement

Creating a sound financial plan today can mean that these factors are not a problem later on. So, you can retire doing the things you really want to do, whether that means going on the exotic cruise of your dreams or just spending more time with your family.

With LEBC by your side you can enjoy retirement by design, not by accident.

Our Support is Tailored to You

LEBC's retirement planning service can be provided either one-to-one or as a group seminar for retiring employees.

We offer comprehensive financial planning solutions, which include modelling and forecasting to help you successfully plan your financial future. We also take great pride in our ongoing governance and review services that we provide throughout your retirement.


Important Information:
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. The value of investments and income from them may go down. You may not get back the original amount invested.

Complementary Services

Create your tomorrow today. Learn more about the wide range of services available from LEBC.

 

Create your tomorrow

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